Ian Younger
Summary
Detail-oriented results-driven financial professional.
With experience coordinating, planning, and supporting daily operational and administrative functions.
I am client-focused and innovative with an excellent service and revenue generation record. Effective multitasker, with the ability to bring projects to completion with the resources given.
Extensive hands-on experience in nurturing consultative relationships with clients, Well-versed in developing and delivering solutions to serve clients' needs.
Effective communicator capable of working within a team or autonomously when required. Proven capacity to troubleshoot and resolve issues quickly, while maintaining a high level of professionalism, patience, and efficiency.
Efficient in task prioritization. Performs client service to the highest standards. Proficient in working in a fast-paced environment with the ability to adapt to a constantly changing environment.
Team-oriented with proven leadership and motivational skills that help group members achieve business goals. Respectful and clear communicator focused on enhancing teamwork and collaboratively addressing challenges with logical approaches.
Skilled in building relationships and enhancing employee satisfaction to drive work performance. Excellent time management, organizational, and written and verbal communication skills.
Overview
24
24
years of professional experience
Work History
Transport Group Leader
Pittsburgh Transportation
04.2003 - 09.2019
- Oversaw the transportation of customers to their requested destinations in the safest and most comfortable way.
- Initiated process improvements in client acquisition and retention. This optimized workflows, which reduced bottlenecks and increased overall efficiency.
- Mentored team members to enhance their skill sets, resulting in higher-quality work and improved job satisfaction.
- Established clear goals and expectations for the team, promoting accountability and fostering a high-performance culture.
- Expanded market reach by identifying new business opportunities through research and networking efforts.
- Coordinated with office personnel, dispatchers, and other drivers.
- Developed and marketed to a database of select customers.
- Developed a collaborative work environment through open communication and regular team meetings, enhancing overall group performance.
Senior Mortgage Originator
First Advanta Mortgage
06.1998 - 04.2003
- Averaged 25k a month in origination fees.
- Cultivated lasting partnerships with industry professionals, ultimately increasing referral business as well as long-term client retention rates.
- Improved client retention rates by building strong relationships and offering personalized solutions to their needs.
- Enhanced company reputation by providing exceptional customer service and support.
- Contributed to team sales goals by upselling products and services to customers.
- Implemented innovative marketing strategies that led to an increase in brand awareness and customer engagement.
- Managed a diverse portfolio of clients, ensuring that each received tailored solutions aligned with their specific requirements.
- Conducted thorough market research, informing strategic planning initiatives aimed at expanding business operations.
Mortgage Loan Originator
American Fidelity Mortgage
09.1997 - 06.1998
- Produced 17-20k per month in origination fees
- Originated mortgage loans for clients based on credit, income, tax implications and long term investment goals
- Worked with third party vendors such as appraisers, escrow agents and title companies to close mortgage loans.
Financial Services Consultant
TAD Works @PNC Bank
08.1995 - 09.1997
- Sold home equity, personal and auto loans to existing and potential bank customers nationwide.
- Acquired full working knowledge of FNMA, FHA, VA, conventional, and B/C mortgage programs.
- Negotiated favorable terms for clients on various financial products, such as loans or insurance policies.
- Maintained a high level of confidentiality when handling sensitive client information, adhering to strict data security protocols at all times.
- Participated in continuous professional development opportunities to keep abreast of regulatory changes impacting the financial services industry.
- Liaised with customers and funding sources to identify and remove roadblocks to business funding.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Improved client financial strategies by conducting comprehensive assessments and recommending tailored solutions.
- Increased portfolio performance for clients by developing customized investment plans based on individual risk tolerance and goals.
Education
High School Diploma -
Oliver High School
Pittsburgh, PAB.A. in Philosophy -
University of Pittsburgh
Pittsburgh, PA01.1993
MBA -
University of Pittsburgh
Pittsburgh, PA01.1999
Skills
- Detail oriented
- Problem-Solving
- Strong communication skills
- Team Player
- Continuous Improvement
Additional Information - Core Competencies
- Problem Solving skills
- Analytical and detail oriented
- Customer Focused
- Team Player
- Exceptional Interpersonal Skills
- Strong communication skills
- Attention to details
Timeline
Transport Group Leader
Pittsburgh Transportation
04.2003 - 09.2019
Senior Mortgage Originator
First Advanta Mortgage
06.1998 - 04.2003
Mortgage Loan Originator
American Fidelity Mortgage
09.1997 - 06.1998
Financial Services Consultant
TAD Works @PNC Bank
08.1995 - 09.1997
High School Diploma -
Oliver High School
B.A. in Philosophy -
University of Pittsburgh
MBA -
University of Pittsburgh
Similar Profiles
Rocio BautzRocio Bautz
Special Education Teacher at Pittsburgh Public School: Pittsburgh Sterrett 6-8Special Education Teacher at Pittsburgh Public School: Pittsburgh Sterrett 6-8
Luis Alfredo Velez RenteriaLuis Alfredo Velez Renteria
Health Science Research Fellow at University of Pittsburgh, University of Pittsburgh Medical Center, UPMCHealth Science Research Fellow at University of Pittsburgh, University of Pittsburgh Medical Center, UPMC
Elaine Harris-FultonElaine Harris-Fulton
HRIS Administrator at Rivers Casino PittsburghHRIS Administrator at Rivers Casino Pittsburgh
Willis M. TarterWillis M. Tarter
Transport Mail Service Group Leader at Johns Hopkins HospitalTransport Mail Service Group Leader at Johns Hopkins Hospital
K A SHAHID AFRIDIK A SHAHID AFRIDI
Senior Transport Manager - Group Transport Manager at Navkis Group of institutionsSenior Transport Manager - Group Transport Manager at Navkis Group of institutions